Example sales conversation
The buyer wants to keep their CRM.
Map the follow up after demo requests and agree how Savera should work with HubSpot.
Meet Savera. Your AI sales employee.
Savera handles buyer questions and follow up for the leads you already have. Give your team more time to move deals forward.
Vellward sets up the process. You set the rules.
Your team reviews outgoing messages at launch.
Example sales conversation
The buyer wants to keep their CRM.
Map the follow up after demo requests and agree how Savera should work with HubSpot.
Keep the interest you earned
The first email goes unanswered. The next follow up slips behind a busy day. Your team still has a lead to work, but the conversation has stalled.
Give Savera a defined part of the follow up, with messages your team reviews at launch. Help the buyer get an answer and a clear next step.
How it works
A buyer has a question. A promising lead goes quiet. Someone is ready to speak with your team. Savera helps work through the conversation.
Use the product information and answers your team approves.
Ask the questions that help your team understand what the buyer needs.
Keep the next message connected to the conversation so far.
Help arrange a meeting or hand the conversation to a person when it needs their judgment.
A clear handoff
Savera helps arrange the next step. Your team keeps the decisions that need a person.
See an exampleMore room for your buyers
Your team wants to spend time with buyers, understand what they need and help them make a decision. Repeated questions, follow up and meeting coordination compete for that time. Give Savera a defined part of the work so your people have more room for those conversations.
Your sales process
Start with one part of your sales process. Vellward works with you to define the steps and prepare the information Savera needs.
Talk through your setupWork with the leads and sales process in your CRM.
Supported email and calendar connections.
We confirm the connections and permissions for your process before launch.
Your process. Your rules. Your call.
Choose the product facts, answers and materials Savera can use.
Your team reviews outgoing messages before they are sent.
New prices, contract terms and commitments go to a person. You can pause the work or remove access.
Managed by Vellward
Pick the leads and the part of the sales process you want Savera to handle.
Agree on the facts, questions, review steps and tools for that process.
See the agreed process demonstrated before it goes live.
Your first 30 live days include four weekly reviews with Vellward. Ongoing service is agreed separately.
Start with your own leads and one supported email, CRM, and calendar path.
We agree on the work, price, and launch checks with you before you pay.
The starting offer focuses on the leads you supply. We agree on a defined sales process and the work Savera will handle within it.
Your team stays involved in the sale. Savera takes on a defined part of the questions, follow up and coordination. Your people handle the decisions and conversations that need their judgment.
At launch, your team reviews outgoing messages. Any later change to that process must be explicitly agreed and configured.
The process uses information your team approves. New pricing, terms, commitments and unusual requests go to a person.
Vellward supports HubSpot and Google Workspace for email and calendar. We confirm the connections needed for your process during setup. Tell us what else you use so we can check the fit.
We quote the setup and agreed scope privately after understanding your process. You review the scope and price before deciding to proceed.
Try the demo, then talk with Vellward about one sales process. We agree on the scope, configure the setup and demonstrate it before launch.
Try Savera
Try the demo to see how Savera handles a buyer's question and works toward the next step.